See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,798 | $159,602-70.1% | $150,045-68.1% | $142,382-66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.73% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,570 | $4,961-28.0% | $4,693-23.9% | $4,299-17.0% |
| Participant deferral / active EE | $5,769 | $8,310-30.6% | $7,997-27.9% | $6,507-11.3% |
| Admin fee / account holder | $6,227 | $14,846-58.1% | $13,435-53.7% | $12,624-50.7% |